Established in 2009, Qingdao Jinhui Yijia Wealth Management Co., Ltd. is an innovative financial service company focusing on wealth management and investment consulting. Its predecessor is Jin Hui Fiona Fang Company Business Department, which is a wholly-owned subsidiary of Jin Hui Holding Group. After several years of development and precipitation, the company has entered a period of rapid development, with more than 200 employees. Headquartered in Qingdao, it has branches and offices in Jinan, Chengyang, Jimo and Laixi, serving more than 1000 enterprises and customers, with nearly 500 bank customers, and its annual business volume exceeds1000 billion yuan.
The company has gathered more than 0/00 professional teams from domestic large-scale investment, banking, insurance, law, risk management and other industries, and has rich experience in financial investment consulting, as well as talents who have obtained international financial planners (AFP, CFP), securities, funds and insurance qualifications certificates.
The company has risk control center, business department, operation department and finance department. Through systematic and professional capital operation and advanced customer asset allocation concept, we can meet the investment needs of different customers and realize the steady and sustained growth of customer wealth and the rapid development of the company.
The company always adheres to the principle of customer first. By integrating the advantages of talents, management, information, innovation and policy resources, we will provide customers with the whole process and professional services from financial product research and development, investment and financing scheme design to long-term control, and provide customers with the most suitable wealth management scheme with perfect management system and quality service.